カザフスタンが国家暗号資産基金を設立──BNB購入で歴史的運用開始

中央アジアの資源大国がデジタル資産時代に本格参入

国家戦略の大転換

カザフスタン政府が初の国家暗号資産準備基金を設立し、BNBの購入を通じて運用を開始した。旧ソ連圏では初の試みとなるこの動きは、伝統的な資源依存経済からの脱却を目指す国家戦略の一環だ。

金融当局の承認を得て

カザフスタン金融監督厅（FSA）の承認のもと、基金はBNBを初回購入資産として選定。国家レベルでの暗号資産保有は、ドル依存からの脱却と外貨準備の多様化を目的としている。

地政学的な意味合い

この決定は、ロシアの影響圏にあった国々の金融主権確立の動きを示唆。暗号資産が国家戦略の重要なピースとして認知されつつある現実を浮き彫りにした──伝統的な銀行システムに頼らない新たな資産保全の道を、いわば国家レベルで「試験運用」しているわけだ。

金融エリートたちが未だに紙の通貨にしがみつく中、カザフスタンは暗号資産を国家準備金に組み入れるという大胆な一手を打った。彼らが賢明な判断を下したのか、それともハイリスクな賭けに出たのか──答えが出るのは数年後だろう。

Key Takeaways

• Major U.S. equities indexes climbed in recent trading as tech stocks gained. 
• Electronic Arts agreed to go private in a $55 billion deal with a consortium of investors, sending shares higher.
• Shares of oil companies lost ground as OPEC+ announced plans to increase oil output.

Major U.S. equities climbed in recent trading, with tech stocks helping lift the Dow, S&P 500, and Nasdaq.

Electronic Arts (EA) shares took off as it agreed to be taken private for $55 billion by a consortium of investors, including the Saudi Public Investment Fund, Jared Kushner’s Affinity Partners, and Silver Lake.

Shares of hard drive makers Western Digital (WDC) and Seagate Technology (STX) jumped as Morgan Stanley and Rosenblatt Securities raised their price targets for the stocks. The analysts said they expect the firms to benefit from AI-driven demand.

Mining giant Freeport McMoRan (FCX) saw its shares climb as the price of Gold hit an all-time high and copper futures rose to their highest level since plunging at the end of July. 

Shares of oil companies, including ConocoPhillips (COP), Diamondback Energy (FANG) and Devon Energy (DVN), slid along with the price of crude after OPEC+ announced plans for a hike in output.

Intel (INTC) shares fell as TSMC (TSM) denied reports that it was in discussions with Intel about a partnership. TSMC shares edged higher.

The yield on the 10-year Treasury note was little changed. The U.S. dollar lost ground to the euro, pound, and yen. Most major cryptocurrencies traded higher.